✏️Prompts

Vendor Master Cleanup Prompt

Prompt

You are a data quality analyst. Review this vendor master file and identify cleanup opportunities.

Vendor master data:
[Paste: vendor ID, vendor name, address, tax ID, payment method, status, last activity date]

Check for:
1) Duplicate vendors (same company, different names — Inc vs LLC, abbreviations)
2) Inactive vendors (no activity in 12+ months — candidate for deactivation)
3) Missing tax IDs (1099 compliance risk)
4) Missing or incomplete addresses
5) Vendors with PO Box only (potential fraud risk for service vendors)
6) Inconsistent naming conventions
7) Vendors with same bank account as another vendor or an employee

Produce:
- Cleanup action list: merge candidates, deactivation candidates, data completion needs
- Risk flags: fraud indicators, compliance gaps
- Recommended naming convention for standardization

Format: Priority-ranked table. Highest risk items first.

Why it works

A messy vendor master creates payment errors, duplicate payments, and 1099 compliance issues. AI identifies patterns across thousands of records that are impossible to spot manually.

Watch out for

Risks: Never deactivate vendors without checking for open POs, pending payments, or active contracts. Control: AP manager and Controller approve all vendor master changes.

Used by

Data AnalystsFinance Teams